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Nick Caporaso Cfbs
Nick Caporaso Cfbs
Financial advisor | MassMutual
New York, Syosset, United States
Nick Caporaso Cfbs
Summary
Nick Caporaso is a seasoned financial planner and managing director based in Syosset, New York, with extensive experience in helping financial advisors grow their practices. He has a strong educational background, holding a PhD in Financial Planning and multiple certifications, including Accredited Wealth Management Advisor and Certified Family Business Specialist. Nick's approach is centered on protecting his clients' financial legacies while managing their comprehensive financial lives. With a career spanning over a decade in the financial services industry, he has held significant roles at notable firms such as MassMutual and the Center for Wealth Preservation. Fluent in English and Italian, Nick leverages his diverse skill set in areas such as estate planning, investment advisory, and wealth management, particularly for high-net-worth individuals. His passion for continuous learning is evident as he pursues advanced qualifications in finance. Nick's unique blend of expertise and personal touch makes him a valuable partner for clients navigating complex financial landscapes.
Nick Caporaso Cfbs
Work Experience
Managing Director/ Financial Planner at
MassMutual
September 2019 - Present
Nick Caporaso Cfbs
Education
St. John's University, The Peter J. Tobin College of Business, B.S Finance, Finance & Investments
January 1998 - January 2002
College for Financial Planning, AWMA, Accredited Wealth Management Advisor
January 2010 - January 2010
CFA Institute, Chartered Financial Analyst (CFA), Finance and Financial Management Services
January 2018 - January 2020
The American College of Financial Services, Doctor of Philosophy (PhD), Financial Planning and Services
January 2015 - January 2020
The American College of Financial Services, Master of Science, (MSFS), Financial Planning and Services
January 2013 - January 2017
The American College of Financial Services, CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
January 2012 - January 2014
The American College of Financial Services, LUTCF, Life Underwriting Training Council Fellow
January 2010 - January 2010
The American College of Financial Services, LUTCF, Business,Estate,Retirement, Long Term Care Planning
January 2007 - January 2010
The American College of Financial Services
January 2015 - January 2020
The American College of Financial Services
January 2013 - January 2017
Frequently Asked Questions about Nick Caporaso Cfbs
What is Nick Caporaso Cfbs email address?
Nick Caporaso Cfbs's primary email address is *****@cwpmetro.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nick Caporaso Cfbs work for?
Nick Caporaso Cfbs is a Financial advisor at MassMutual.
Where Nick Caporaso Cfbs graduated from?
Nick Caporaso Cfbs holds a degree in null from St. John's University, The Peter J. Tobin College of Business.
How can I directly contact Nick Caporaso Cfbs?
To contact Nick Caporaso Cfbs directly, you can use the email address *****@cwpmetro.com. Complete contact information is available upon registration with Muraena.
Who is Nick Caporaso Cfbs?
Nick Caporaso is a seasoned financial planner and managing director based in Syosset, New York, with extensive experience in helping financial advisors grow their practices. He has a strong educational background, holding a PhD in Financial Planning and multiple certifications, including Accredited Wealth Management Advisor and Certified Family Business Specialist. Nick's approach is centered on protecting his clients' financial legacies while managing their comprehensive financial lives. With a career spanning over a decade in the financial services industry, he has held significant roles at notable firms such as MassMutual and the Center for Wealth Preservation. Fluent in English and Italian, Nick leverages his diverse skill set in areas such as estate planning, investment advisory, and wealth management, particularly for high-net-worth individuals. His passion for continuous learning is evident as he pursues advanced qualifications in finance. Nick's unique blend of expertise and personal touch makes him a valuable partner for clients navigating complex financial landscapes.
Nick`s contact details
*****@cwpmetro.com
****@massmutual.com
Colleagues
Vice President
Regional Brokerage Manager
Project Manager and Consultant
Sales Manager
Associate
Meteorological and Oceanographic Analyst Instructor
Financial Services Professional
Agency Managing Director
AVP & Actuary
Specialist - Market Risk Control